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Private Wealth Consultant
Simon
provides comprehensive, holistic advice to individuals and families to
assist them to optimise their taxation and financial situation.
Advice
areas
The
areas covered include:
- Taxation
(Australian and International)
- Investment
and Business structuring
- Superannuation
- Trusts
and Estates
- Investment
strategy
The
principles underlying the advice:
- Unbiased
and objective - client's interests paramount, no conflicts of interest,
fiduciary relationship imposed by law and professional societies, no
financial product recommendations.
- High
technical competence - high level professional qualifications in
numerous financial areas, long experience with all aspects of private
wealth, continuous professional development.
- Personal
- advice tailored to clients specific wants and needs.
Experience
For over 25 years in
private practice, Simon has provided private tax and wealth structuring
advice to a wide range of clients on assignments such
as:
- complex
taxation matters in relation to:
- family
groups
- deceased
estates
- employee
share/option schemes
- international
tax issues for Australian tax residents
- Australian
tax issues for non tax residents of Australia
- high
level evaluation and management of asset portfolios including
equities, bonds, property, alternative assets
- estate
planning and management of deceased estates and testamentary trusts
- advice
on asset protection
- retirement
planning
- self
managed superannuation funds
- determination
of appropriate structures for holding assets and conducting business
- valuation
of businesses
- advice
on setting up, buying and selling of partnership and business interests
- assisting
clients with matrimonial issues
- provision
of expert witness testimony in Supreme Court matters
Qualifications
- Chartered
Accountant (CA)
- Chartered
Financial Analyst charterholder (CFA)
- Chartered Tax Advisor (CTA)
- Trust and Estate Practitioner (TEP)
- Graduate
Diploma of Financial Planning (GDFP)
- Fellow
of the Financial Services Institute of Australia (F Fin)
- Registered
Tax Agent
- Bachelor
of Arts (Melb) in Chinese and Japanese languages
Contact
details
Simon Stuart
Private Wealth Consultant
Simon
Stuart Pty Ltd
Mobile: 0417 133 477 Tel: 03 9008 6979
Fax:
03
9602 2488
Street address: Level 3, 190 Queen Street, Melbourne Vic 3000
Postal address: GPO Box 3512, Melbourne VIC 3001
Website: www.simonstuart.com.au
Email - simon.stuart@simonstuart.com.au
Simon
Stuart Pty Ltd - ACN 050
463 477
Liability
limited by a scheme
approved under Professional Standards Legislation |
